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Lockheed Martin
LMT

Overview Fund Activity

2,430 hedge funds and large institutions have $83.2B invested in Lockheed Martin in 2023 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 918 increasing their positions, 897 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+176
Holders Change %
+7.81%
% of All Funds
35.62%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.75%
New
313
Increased
918
Reduced
897
Closed
108
Calls
$2.11B
Puts
$2.15B
Net Calls
-$41.4M
Net Calls Change
-$179M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.43B
2
BlackRock
BlackRock
New York
+$607M
3
Deutsche Bank
Deutsche Bank
Germany
+$168M
4
Franklin Resources
Franklin Resources
California
+$153M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$149M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$443M
3
Capital World Investors
Capital World Investors
California
-$410M
4
CWP
Capital Wealth Planning
Florida
-$200M
5
State Street
State Street
Massachusetts
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
1301
Opus Investment Management
Massachusetts
$906K – – –
TYCC
1302
Texas Yale Capital Corp
Florida
$906K – – –
WTB
1303
Washington Trust Bank
Washington
$901K -$29.9K -66 -3%
FPB
1304
First PREMIER Bank
South Dakota
$897K – – –
WA
1305
WP Advisors
California
$897K – – –
MA
1306
MONECO Advisors
Connecticut
$895K +$33.5K +74 +4%
IP
1307
Investment Partners
Ohio
$895K -$108K -239 -11%
DC
1308
DeDora Capital
California
$894K +$32.2K +71 +4%
IA
1309
IFG Advisory
Georgia
$893K +$216K +476 +32%
WBC
1310
West Branch Capital
Massachusetts
$893K +$14K +31 +2%
HCA
1311
Harbour Capital Advisors
Virginia
$892K – – –
MW
1312
Marcum Wealth
Ohio
$889K -$137K -303 -13%
SFG
1313
StrategIQ Financial Group
Indiana
$883K +$359K +793 +69%
JWBC
1314
J.W. Burns & Co
New York
$883K -$14.5K -32 -2%
GCA
1315
Gradient Capital Advisors
California
$883K +$11.8K +26 +1%
AWA
1316
Authentikos Wealth Advisory
California
$880K -$9.07K -20 -1%
EIA
1317
Edgemoor Investment Advisors
Maryland
$878K – – –
TPW
1318
TL Private Wealth
Texas
$877K – – –
TCB
1319
Texas Capital Bancshares
Texas
$876K +$906 +2 +0.1%
AG
1320
AlTi Global
New York
$876K +$876K +1,923 New
SA
1321
SRN Advisors
Pennsylvania
$874K +$874K +1,929 New
FNFDCM
1322
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$874K – – –
AA
1323
Advisory Alpha
Michigan
$873K +$85.7K +189 +11%
SL
1324
SWMG LLC
Texas
$873K +$453 +1 +0.1%
CSB
1325
City State Bank
Iowa
$872K +$17.2K +38 +2%
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